LTNCX Mutual Fund
LTNCX Mutual Fund
NAV$2.73
AUM$370M
TER1.52%
Holdings497
See how much of LTNCX you already own
LTNCX Mutual Fund
NAV$2.73
Invesco Rochester Limited Term New York Municipal Fund Class C
AUM$370M
TER1.52%
Holdings497
See how much of LTNCX you already own
LTNCX Mutual Fund Overlap Analysis
LTNCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LTNCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 497 holdings, LTNCX may share significant positions with broad-market funds.
LTNCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTNCX tax-loss harvesting finds highly correlated but non-identical funds.